IFA Administrator
Listed on 2026-10-03
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Finance & Banking
Banking & Finance, Office Administrator/ Coordinator, Business Administration, Accounting & Finance
Job Title: Financial Services Administrator
Industry: Financial Planning
Location: Sutton Coldfield
Salary: up to £32,000
Job reference: 10617
Job Description:
Recruit UK are working on an excellent opportunity for an Financial Services Administrator in Sutton Coldfield to join a forward-thinking and unique financial planning practice.
If you're passionate about giving individual clients guiding and support and a quality service, this is the company for you.
My client are currently looking to bring on an Financial Services Administrator to join their team in their offices based in Sutton Coldfield. As a Financial Services Administrator , the role will involve checking fact finds, preparing & processing authority letters, preparing review packs, creating new client packs, updating the CRM system, liaising with clients over the telephone and much more.
What's in it for you?
- Competitive Salary up to £32,000, dependent on experience.
- Professional Development - study support towards the Level 4 Diploma (if desirable)
- Work-Life Balance - flexible home and office working (post probation)
- Generous Holiday Package - 25 days of annual leave plus bank holidays
- Lovely office in the heart of Sutton Coldfield
- Brilliant work culture
- Great transport links near the office
Skills and experience required:
- 2+ years' experience in an IFA Administration role
- Excellent communication skills, both written and verbal
- Good telephone manner
- Experience with Intelligent Office is desirable
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm based in Sutton Coldfield on an Financial Services Administrator role.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
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